Keebler Tax & Wealth Education

Learn it Live with Robert Keebler - October 17th & 18th 2012

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by Keebler Tax And Wealth Education     September 05, 2012      0.0 (0)     A Private Two Day Seminar for Lawyers, CPAs, and Financial Advisors      “What the Lawyer, CPA, and Financial Advisor Need to Know About Sophisticated Planning and Drafting for IRA & Qualified Plan Distributions, Including How to Plan with a $5,000,000 Exemption&rdq

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Statute Of Limitations Suspended In Tax Court Petition Challenging Validity Of Notice Of Deficiency

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by Keebler Tax And Wealth Education     July 17, 2012      0.0 (0) In Shockley v. Commissioner, 110 AFTR 2d 2012-XXXX (July 11, 2012), the Court of Appeals for the 11th Circuit held that a Tax Court petition that challenged a notice of deficiency as invalid “was a proceeding in respect of the deficiency” so as to suspend the limitations period.

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IRS Allows Taxpayer to Retroactively Make a 163(d)(4)(B)(ii) Election After a Mistake by an Advisors

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by Keebler Tax And Wealth Education     May 18, 2012      0.0 (0) In PLR 201219005, the Internal Revenue Service (the Service) granted an extension to allow taxpayers who treat investment income as capital gains to correct a mistake made by their tax preparer.

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